Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Kraft Heinz Co | 198,293 | reported | 01 Jun 2020 | tx 3+161,401 |
| CLOROX CO /DE/ | 27,895 | reported | 03 Oct 2025 | tx 5+30,106−2,232 |
| CEDAR FAIR L P | 0 | reported | 01 Jul 2024 | tx 3+3,666−3,696 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 Oct 2025 | TAX_WITHHOLDING | CLOROX CO /DE/ | 622 | 122.25 USD | |
| 16 Sept 2025 | GRANT_AWARD | CLOROX CO /DE/ | 7,208 | 124.85 USD | |
| 22 Jul 2025 | TAX_WITHHOLDING | CLOROX CO /DE/ | 1,610 | 126.57 USD | |
| 17 Sept 2024 | GRANT_AWARD | CLOROX CO /DE/ | 4,857 | 164.69 USD | |
| 22 Jul 2024 | GRANT_AWARD | CLOROX CO /DE/ | 18,041 | 133.03 USD | |
| 01 Jul 2024 | GRANT_AWARD | CEDAR FAIR L P | 1,373 | 54.35 USD | deriv |
| 01 Jul 2024 | OTHER | CEDAR FAIR L P | 3,696 | — | deriv |
| 02 Jan 2024 | GRANT_AWARD | CEDAR FAIR L P | 2,293 | 39.80 USD | deriv |
| 01 Jun 2020 | GRANT_AWARD | Kraft Heinz Co | 19,724 | 0.00 USD | |
| 16 Aug 2019 | GRANT_AWARD | Kraft Heinz Co | 23,613 | 0.00 USD | |
| 16 Aug 2019 | GRANT_AWARD | Kraft Heinz Co | 118,064 | 0.00 USD |